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Treasury & Risk Leadership Forum:

Trends for the Modern Treasurer

April 18, 2023 | Virtual

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Trends for the Modern Treasurer

Category of Personal Information Collected	Collection Sources	Business Purpose for Collection	Categories of Third Parties with whom Personal Information is Shared
Personal Identifiers including, name, postal address, phone number, email address, or similar contact information.	■ Consumers that contact us directly. ■ Service providers	■ Administering and expanding our business services ■ Improving our website ■ Corresponding with users of the services and responding to inquires ■ Advertising and Marketing our products and services ■ Analytic purposes	■ Service providers ■ Partners ■ Vendors ■ Affiliates
Professional information, including business email, employment address, name of employer, and job title	■ Consumers of our products and services ■ Service providers	■ Conduct and develop our business. ■ Correspond with Consumers. ■ Provide our products and services. ■ Send marketing communications.	■ Service providers ■ Partners ■ Vendors ■ Affiliates
Commercial/Service information, including events, downloads, whitepapers and publications of ours you subscribe to	■ Consumers of our products and services ■ Service providers	■ Send marketing and communications ■ Improve our services ■ Analytic Purposes	■ Service ■ Providers ■ Partners ■ Vendors ■ Affiliates
Internet or other electronic network activity information, including, but not limited to, Internet Protocol address, browsing history, search history, and information regarding a Consumer’s interaction with an Internet Web site, application, or advertisement.	■ Consumers that visit our websites. ■ Service providers	■ Conduct and develop our business with Consumers and with others. ■ Improve and provide our website, and our products and services generally. ■ Customize our website to users’ needs. ■ Analytics and advertising	■ Service ■ providers ■ Affiliates
Inferences	■ Users of our products and services ■ Service providers	■ Conduct and develop our business with Consumers and with others. ■ Improve and provide our website, and our products and services generally. ■ Customize our website to users’ needs. ■ Analytics purposes ■ Advertising purposes	■ Service ■ providers ■ Affiliates